Our Journey Through Time

From a simple idea about changing how people think about money to a platform that's helped thousands discover their financial potential. Here's how we've grown, what we've learned, and where we're heading next.

01
2018 - 2020

The Foundation Years

What started as late-night conversations about why traditional financial advice didn't seem to work for everyone became something bigger. Marcus Thornfield, fresh from watching too many people struggle despite earning decent salaries, had this nagging feeling that the problem wasn't mathematics — it was mindset.

Those first two years were messy, honestly. We tested ideas with small groups, ran workshops in community centers, and probably made every mistake you could imagine. But something interesting happened: people started talking about money differently. Not just budgeting or investing, but actually examining their deep-seated beliefs about what money meant to them.

150+ Initial participants
12 Workshop formats tested
02
2021 - 2023

Finding Our Voice

The pandemic changed everything for us, just like everyone else. Suddenly, people had time to think about their financial situations in ways they'd been too busy to consider before. We pivoted hard into online delivery, which turned out to be exactly what we needed to do.

This period taught us that money mindset work isn't about quick fixes or magic formulas. It's about creating space for people to examine stories they've been telling themselves for decades. We developed our core framework during this time — not because we had all the answers, but because we'd finally learned which questions were worth asking.

Marcus Thornfield

Founder & Lead Developer

After spending years in traditional financial planning, Marcus realized that spreadsheets and investment strategies only work when people's underlying money beliefs are aligned. His approach combines behavioral psychology with practical financial education.

2,400+ People reached
85% Completion rate
6 Core modules developed
03
2024 - Present

Growing Into Something More

Last year brought validation in ways we hadn't expected. Not through awards or recognition (though those were nice), but through watching participants create real, lasting change in their financial lives. People were making decisions from places of clarity rather than fear or impulse.

We've learned that sustainable change happens slowly, then all at once. Someone might spend months working through their relationship with money, seemingly making little progress, then suddenly they're approaching financial decisions with a confidence that surprises even them. That's when we know the work is taking root.

5,800+ Active participants
92% Report mindset shifts
15 Partner organizations

What We're Building Toward

The future we're working toward isn't about everyone becoming wealthy in the traditional sense. It's about people feeling genuinely at peace with their financial decisions, understanding their own patterns, and making choices that align with what actually matters to them.

Over the next two years, we're expanding our approach to include workplace programs and community partnerships. Because changing individual mindsets is powerful, but changing how entire communities think about money? That's where things get really interesting.

Expanded Learning Paths

Developing specialized tracks for different life stages and financial situations, because what works at 25 doesn't necessarily work at 45.

Community Integration

Building partnerships with local organizations to make money mindset work accessible in communities where it's needed most.

Workplace Programs

Bringing financial wellness programs to organizations that understand employee wellbeing extends beyond traditional benefits packages.